Salesforce Certified AI Specialist Exam Practice Test

Answer : A

When refining Einstein Copilot custom action instructions, it is considered best practice to provide examples of user messages that are expected to trigger the action. This helps ensure that the custom action understands a variety of user inputs and can effectively respond to the intent behind the messages.

Option B (consistent phrases) can improve clarity but does not directly refine the triggering logic.

Option C (specifying a persona) is not as crucial as giving examples that illustrate how users will interact with the custom action.

For more details, refer to Salesforce's Einstein Copilot documentation on building and refining custom actions.

Answer : C

To monitor Einstein Copilot's usability and the assignment of actions, the AI Specialist should run Einstein Copilot Analytics. This feature provides insights into how often Copilot is used, the types of actions it is handling, and overall user engagement with the system. It's the most effective way to track Copilot's performance and usage patterns.

Platform Debug Logs are not relevant for tracking user behavior or the assignment of Copilot actions.

Querying the Copilot log data via the Metadata API would not provide the necessary insights in a structured manner.

For more details, refer to Salesforce's Copilot Analytics documentation for tracking AI-driven interactions.

Answer : A

When Universal Containers uses the Draft with Einstein feature in Sales Cloud to create a personalized email, the predefined adjustment to Make Less Formal is the correct option to revise the draft with a more casual tone. This option adjusts the wording of the draft to sound less formal, making the communication more approachable while still maintaining professionalism.

Enhance Friendliness would make the tone more positive, but not necessarily more casual.

Optimize for Clarity focuses on making the draft clearer but doesn't adjust the tone.

For more details, see Salesforce documentation on Einstein-generated email drafts and tone adjustments.

Answer : A

When using related list merge fields in a prompt template associated with the Account object in Prompt Builder, the Activities related list is not supported due to it being a polymorphic field. Polymorphic fields can reference multiple different types of objects, which makes them incompatible with some merge field operations in prompt generation.

Option B is incorrect because person accounts do not limit the availability of merge fields for the Account object.

Option C is irrelevant since even if no related lists are available at runtime, the prompt can still generate based on other available data fields.

For more information, refer to Salesforce documentation on supported fields and limitations in Prompt Builder.

Answer : B

Since security and data privacy are critical, the best option for the AI Specialist is to integrate the fine-tuned LLM (Large Language Model) into Salesforce by adding it to Einstein Studio Model Builder. Einstein Studio allows organizations to bring their own AI models (BYOM), ensuring the model is securely managed within Salesforce's environment, adhering to data privacy standards.

Option A (embedding via iFrame) is less secure and doesn't integrate deeply with Salesforce's data and security models.

Option C (making callouts to OpenAI) raises concerns about data privacy, as sensitive Salesforce data would be sent to an external system.

Einstein Studio provides the most secure and seamless way to integrate custom AI models while maintaining control over data privacy and compliance. More details can be found in Salesforce's Einstein Studio documentation on integrating external models.

Answer : B

The sales team at a hotel resort wants to generate a guest summary about guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They require the summary to be available only on the contact record page.

Solution:

Use Prompt Builder to create a prompt template that generates the desired summary and displays it on the contact record page.

Prompt Builder:

Purpose: Allows the creation of custom prompt templates that leverage AI to generate content based on Salesforce data.

Functionality:

Field Generation Templates: Can be used to populate fields on records with AI-generated summaries.

Customization: Enables the AI Specialist to design prompts that utilize data from the guest profiles to produce personalized summaries and recommendations.

Relevance to the Use Case:

The sales team wants the summary to be available on the contact record page, which aligns with the capabilities of Prompt Builder to generate and display content on specific record pages.

Implementation Steps:

Create a Field Generation Prompt Template:

Use Prompt Builder to create a new prompt template of type Field Generation.

Design the prompt to instruct the AI to generate a summary based on the guest's interests and activity preferences.

Include Relevant Data:

Use merge fields to include data from the guest profile in the prompt.

Ensure that the prompt accesses the necessary fields to generate accurate recommendations.

Configure the Contact Page Layout:

Add the field that will display the AI-generated summary to the contact record page layout.

Ensure that the field is only visible where appropriate, adhering to the requirement of availability only on the contact record page.

Why Not Einstein Copilot or Model Builder:

Option A (Einstein Copilot):

Purpose: Einstein Copilot is a conversational AI assistant designed to interact with users through natural language.

Mismatch with Requirements:

The team wants a static summary displayed on the contact record page, not an interactive conversational experience.

Option C (Model Builder):

Purpose: Model Builder is used to create custom AI models for predictions and classifications.

Inapplicability:

Building a custom model is unnecessary for generating text summaries based on existing data.

Model Builder does not directly provide functionality to generate and display summaries on record pages.

Salesforce AI Specialist Documentation - Prompt Builder Overview:

Provides an introduction to Prompt Builder and its capabilities.

Salesforce Help - Creating Field Generation Prompt Templates:

Guides on creating prompt templates that generate content for fields on records.

Salesforce Trailhead - Customize AI Content with Prompt Builder:

Offers hands-on experience in building and customizing prompt templates.

Conclusion:

By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.

Answer : C

An AI Specialist wants to ground a new prompt template with the User related list. Grounding in prompt templates involves using data from related lists to provide context or additional information to the Large Language Model (LLM) when generating responses.

Key Consideration:

Unsupported Related Lists in Prompt Templates:

Limitation: The User related list is not supported in prompt templates for grounding purposes.

Reason: Salesforce restricts certain objects and related lists from being used in prompt templates to maintain data security and integrity. The User object often contains sensitive information and is subject to strict access controls.

Impact: Attempting to use the User related list in a prompt template will not work as expected because the system does not support it.

Why Options A and B are Incorrect:

Option A (The User related list should have View All access):

Incorrect: Even with View All access, the User related list is still not supported in prompt templates.

Security Concerns: Granting View All access to the User object is a significant security risk and not a recommended practice.

Option B (The User related list needs to be included on the record page):

Incorrect: Including the User related list on the record page does not affect its availability in prompt templates.

Irrelevance: The placement of the related list on the record page does not change the system's ability to access it in a prompt template.

Salesforce AI Specialist Documentation - Prompt Templates Limitations:

Details the objects and related lists that are not supported in prompt templates.

Salesforce Help - Data Access in Prompt Templates:

Explains how data access and security considerations affect the use of objects in prompt templates.

Salesforce Trailhead - Understanding Prompt Template Grounding:

Provides insights into grounding prompt templates and the limitations involved.

Conclusion:

Since the User related list is not supported in prompt templates, the AI Specialist must consider alternative approaches. They might need to redesign the prompt template to use supported objects or related lists, or explore other methods to incorporate necessary user information while adhering to Salesforce's data access policies.